Lucid Software Inc. 401(K) Plan — Form 5500 plan (Lucid Software Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lucid Software Inc. 401(K) Plan is a benefit plan reported by Lucid Software Inc. under EIN 26-4737100 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,274 participants and $65,562,986 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lucid Software Inc.
- EIN
- 26-4737100
- Plan number
- 001
- Plan type
- 2
- Location
- South Jordan, UT
- Latest filing year
- 2023
- Participants
- 1,274
- End-of-year plan assets
- $65,562,986
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,274 | H, C | 20240726110355NAL0010136451002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,562,986
- Net assets (EOY)
- $65,562,986
- Net assets (BOY)
- $43,136,697
Income & contributions
- Employer contributions
- $5,626,811
- Participant contributions
- $10,122,261
- Total contributions
- $16,972,178
- Total income / additions
- $26,939,299
Expenses & distributions
- Benefits paid
- $4,394,043
- Administrative expenses
- $118,967
- Total expenses
- $4,513,010
- Net increase / (decrease)
- $22,426,289
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Resources Investment Advisors, Inc | NONE | $52,148 | not reported in the loaded dataset | 2023 |
| Stancorp Financial Group | NONE | $50,151 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $16,621 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lucid Software Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in South Jordan, UT
- Resources Investment Advisors, Inc — Schedule C compensation
- Stancorp Financial Group — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation